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Showing 1 - 10 of 12 results for "EWM"

EWM to buy three advice firms

ANGELIQUE MINAS | MONDAY, 8 DEC 2025

Financial advice firm Eureka Whittaker Macnaught (EWM) has announced three new acquisitions, advancing its ambitions to become a 'super firm'. Before the year's end, EWM will acquire MSI Taylor Wealth Management led by Peter O'Callaghan and Daniel Shine ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI | WEDNESDAY, 26 MAR 2025

Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across ...

Adviser numbers plateau

KARREN VERGARA | THURSDAY, 18 APR 2024

... auditor disqualification. The advice sector continues to consolidate. AZ NGA-backed advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners recently announced their merger. Last year, major mergers and acquisitions included ...

Two Brisbane advice firms merge

KARREN VERGARA | WEDNESDAY, 17 APR 2024

Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger. The merged entity will operate under EWM chief executive and co-founder Greg Cook and ...

New chief investment officer for BUSSQ

CHLOE WALKER | MONDAY, 25 JUL 2022

... Mather was chief investment officer and acting chief executive. He is now chief investment officer at multi-family office EWM Group. His resignation followed a period of instability at the fund, including an overhaul of the BUSSQ board after directors ...

EQT hires for trustee and wealth

ANNABELLE DICKSON | FRIDAY, 30 JUL 2021

... Australia as an associate consultant and at GivingSimple as a manager. Schell was also a manager, philanthropic services at EWM Group and a financial adviser at Affinity Private. "Equity Trustees is delighted to welcome Kate and Amanda, who will support ...

IOOF posts profit, restructures business

ELIZA BAVIN | MONDAY, 31 AUG 2020

... will be transformed into a fully salaried network, while it will also close its Financial Services Partners (FSP), along with EWM and Actuate licences. Chief executive Renato Mota said IOOF will support the transition of advice businesses into their ...

William Buck boosts private wealth office

ELIZA BAVIN | WEDNESDAY, 1 APR 2020

... banking as well as broking firms. He was most recently responsible for family office services as group head of investments with EWM Group in Brisbane. William Buck currently manages around $1.3 billion of funds under advice in its wealth advisory div ...

Financial advice firm grows

JAMIE WILLIAMSON | THURSDAY, 25 JUL 2019

... design if we were a 2019 start-up and we are on schedule to evolve Eureka Whittaker Macnaught to that model by December 2020," EWM chief executive Greg Cook said. Cook said EWM's strong balance sheet allows the business to make acquisitions with ...

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT | WEDNESDAY, 6 SEP 2017

... in 14 countries with more than $50 billion in AUM. The firm announced its first acquisition on 8 May 2015, when it acquired EWM. This was followed by the acquisition of; the Pride Group, LFPS FLP, Wise Planners, and Harvest Wealth in 2015; RIT, Wealthwise ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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